Seeking Alpha

The Mosaic Company (MOS)

  • Jul. 17, 2012, 7:17 AM
    More on Mosaic (MOS): The company doubles the annual dividend to $1.00/share (bringing the yield to about 1.8%). Average phosphate selling price of $494/ton vs. $460-490 expected, $574 a year ago. Average potash selling price $455 vs. $420-450 expected, $404 a year ago. Shares +2.5% premarket. (PR)
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  • Jul. 17, 2012, 7:06 AM
    Mosaic (MOS): FQ4 EPS of $1.26 beats by $0.10. Revenue of $2.82B beats by $280M. (PR)
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  • Jul. 17, 2012, 12:05 AM
    Notable earnings before Tuesday's open: AMTD, CMA, EDU, FRX, GS, HST, JNJ, KO, KSU,MAT, MMR, MOS, MTB, OMC, SCHW, STT
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  • Jul. 16, 2012, 5:30 PM
    Notable earnings before Tuesday's open: AMTD, CMA, EDU, FRX, GS, HIST, JNJ, KO, KSU,MAT, MMR, MOS, MTB, OMC, SCHW, STT
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  • Jul. 3, 2012, 11:57 AM
    Ag sector stocks are trading strong on the heels of yesterday's USDA crop progress report that showed worsening conditions in corn and soybeans, citing hot and dry weather across the U.S. Also possibly helping is National Bank's upgrade (I, II) on shares of Potash (POT +2.1%) and Agrium (AGU +3.3%). Also: MOS +2.3%, CF +3.1%, IPI +3.5%.
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  • Jul. 2, 2012, 5:30 PM
    Critics have long accused the potash industry of operating like a cartel to keep prices artificially high. They're now closer to having their day in court, as a U.S. Court of Appeals rules an antitrust suit against potash producers can proceed - likely to play out over a long time, with no one sure where it will go. POT, AGU and MOS could face total damages of $2B-$6.5B if they lose.
  • Jun. 26, 2012, 10:29 AM
    Fertilizer stocks advance for a second day after the price of new corn rises to its highest since November on the government's report of greater than expected damage to corn crops. Also providing a lift is a Macquarie note that fertilizer companies should be able to significantly increase their dividends. AGU +1.5%, MOS +4%, POT +4%, CF +3.4%.
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  • Jun. 25, 2012, 8:58 AM
    Dahlman Rose raises its outlook on fertilizer shares, believing they largely reflect the valuation eroding impact of a large crop; given that backdrop, the firm sees only two possible outcomes, both of which point to higher share prices. It upgrades CF and POT to Buy from Sell, AGU, RNF and MOS to Buy from Hold, and IPI and UAN to Hold from Sell.
  • Jun. 19, 2012, 12:43 PM
    Corn futures are getting a charge this week over worries that hot, dry weather in the U.S. Midwest will threaten corn inventories, with July futures +3.5% yesterday and +4.7% midday today. Fertilizer companies jump as the higher likelihood of tight corn supplies next year means farmers will plant more corn, driving up the need for fertilizer: CF +4.8%, POT +4.4%, MOS +3.9%, AGU +3.2%.
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  • Jun. 15, 2012, 8:39 AM
    Dahlman Rose cuts its price target (to $38 from $41) and earnings estimates while maintaining a Sell rating for Potash (POT), citing the likelihood of sluggish potash export markets for the rest of the year and high inventories contributing to weaker pricing. The firm is bearish on the sector, also with Sell ratings for CF, UAN and IPI; AGU, MOS and RNF are Holds.
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  • Apr. 30, 2012, 9:22 AM
    More on Canada GDP: The Feb. decline - the worst print in more than 2 years - comes as mining and oil & gas extraction declined 1.6%, led by a 7% decline in mining, led by a 19% decline in Potash mining - a dive surely telegraphed by weak Q1 sales of the fertilizer reported by Potash (POT) and Mosaic (MOS). Improvement, however, is on the way, says Mosaic.
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  • Apr. 26, 2012, 7:49 AM
    More on Potash (POT): "Fertilizer buyers continued to move cautiously at the beginning of the year," says CEO Bill Doyle. Potash sales -47% Y/Y to $583M. Phosphate sales +11.7% to $613M. Nitrogen sales flat at $550M. The company cuts 2012 EPS guidance to $3.20-3.60. Shares -1.9% premarket. (PR)
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  • Apr. 25, 2012, 12:54 PM
    Agriculture stocks are climbing after Mosaic (MOS +4.1%) raised expectations for fertilizer sales to the top end of its previous forecast. Market Vectors Agribusiness ETF (MOO +1.7%) bounces back from yesterday's loss on news that a California dairy cow tested positive for mad cow disease. POT +3.7%, CF +3.5%, AGU +2.7%.
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  • Apr. 25, 2012, 9:06 AM
    Premarket gainers: GEOI +21%. KND +17%. CDXS +9%. AAPL +9%. S +8%. TQNT +8%. JNY +6%. DAN +6%. RFMD +6%. GLW +5%. MOS +5%. ARMH +5%. MT +5%. BRCM +5%. NBR +4%. CLWR +4%. ALU +4%. FTNT +4%. STM +4%. POT +4%. HOG +4%. BBVA +4%. TS +3%. NOK +3%. STD +3%. TEF +3%. VMED +3%. IGT +3%.
    Losers: ICON -14%. BIDU -6%. GSK -3%.
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  • Apr. 25, 2012, 8:26 AM
    Mosaic (MOS) +4.7% premarket after forecasting FQ4 volumes for both potash and phosphates in the upper end of its guidance ranges in light of rapid acceleration in demand. "Global demand for crop nutrients has increased sharply... We expect demand to continue to grow, and crop nutrients to remain affordable." Rival POT +3.7% premarket.
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  • Apr. 18, 2012, 6:25 PM
    Much of the world's recent increased agricultural production and fertilizer demand has come from China, but both may be hitting a wall. Among forces driving the slowdown: China is nine years ahead of schedule on production of staples, it's running out of arable land, and it's finished converting land to fertilizer-heavy crops like corn. It could mean trouble for POT, MOS, AGU, IPI.
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Company Description
Mosaic Coproduces and markets concentrated phosphate and potash crop nutrients.Itis organized into the two business segments: Phosphates and Potash.